Filed June 24, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,693 | $56,110-23.9% | $94,993-55.1% | $70,131-39.1% |
| Participation rate | 69.4% | 65.0%+4.4pp | 73.9%-4.4pp | 69.5%-0.1pp |
| Annual return | 13.19% | 51.02%-37.8pp | 27.12%-13.9pp | 73.14%-60.0pp |
| Employer contribution / active EE | $461 | $1,442-68.0% | $2,603-82.3% | $2,342-80.3% |
| Participant deferral / active EE | $1,792 | $2,391-25.0% | $3,317-46.0% | $3,332-46.2% |
| Admin fee / account holder | $16,425 | $3,456+375.2% | $4,960+231.1% | $4,645+253.6% |